Probate & Fiduciary Counsel

Effective Guidance for Estate Planning and Fiduciary Duties

At Tansill & Associates, LLC., we offer expert, practical advice on probate and fiduciary matters, guiding families through the complex process of estate administration, tax compliance, and dispute resolution. Our focus is on providing cost-effective legal solutions that ensure your estate planning goals are met while minimizing legal and financial risks.

With years of experience in handling probate and fiduciary matters across multiple jurisdictions, including Virginia, D.C., Maryland, and Texas, we are equipped to navigate both local and national estate laws. We work collaboratively with trusted local counsel when necessary, ensuring seamless and comprehensive support throughout the probate process.

Estate Administration & Fiduciary Support

We assist with the qualification of personal representatives (executors, administrators, trustees), fiduciary bonding, and navigating the probate process, including will and trust interpretation, proving the will, and providing notice to interested parties and creditors. We also help with inventories, accounts, and debt hearings, and manage proceedings to relieve fiduciaries of personal liability.

Tax Planning & Compliance

We offer federal and state estate, gift, and income tax advice, ensuring compliance with tax laws and regulations. Our services include preparing and auditing estate tax returns and gift tax returns, as well as assisting with post-mortem tax planning strategies, including establishing Qualified Domestic Trusts (QDOTs) for non-citizen spouses.

Post-Mortem Estate Planning

We specialize in post-mortem tax planning to address defective estate plans, using tax elections and strategies to rectify any shortcomings and optimize tax outcomes. This includes advising on strategies like disclaimers and assisting in asset valuation for tax purposes, which can significantly reduce estate tax liabilities.

Dispute Resolution & Claims Defense

We provide representation in disputes among beneficiaries, fiduciaries, and others involved in the estate, including claims on behalf of the estate or trust. We assist in resolving conflicts regarding will/trust interpretation, fiduciary authority, and asset allocation, and defend against legal challenges related to estate distributions.

Philosophy Title: A Thoughtful, Streamlined Approach to Probate and Fiduciary Counsel

At Tansill & Associates, LLC, we approach probate and fiduciary counsel with the goal of minimizing legal complexity, reducing costs, and protecting the privacy and intent of families during what can be a difficult time. Our practice is founded on the belief that probate proceedings should be as efficient and streamlined as possible while still adhering to legal requirements. Through thoughtful post-mortem planning, proactive strategies, and expert counsel, we help families navigate the intricate landscape of probate, trust administration, and fiduciary responsibilities.

Minimizing Complexity – We utilize creative strategies to reduce the burden of probate, including waivers to avoid inventory and account filings when possible.
Tax-Efficient Solutions – Our team offers timely post-mortem tax planning to help families navigate tax elections and compliance while minimizing estate taxes.
Fiduciary Guidance – We support fiduciaries in executing their responsibilities efficiently while protecting both their interests and those of the beneficiaries.
Expert Valuation – We identify opportunities to maximize value for estates, including proper valuation of fractional interests in closely-held businesses and real estate for tax purposes.
Dispute Resolution – We handle complex family disputes, offering thoughtful mediation and clear guidance to resolve conflicts between beneficiaries and fiduciaries.
Customizing Service – We tailor our services to each family’s specific needs, whether it’s assisting with minimal involvement or providing comprehensive, hands-on management of the probate process.

ADDRESS
6723 Whittier Avenue, Suite 104
McLean, Virginia 22101-4533

PHONE
703.288.0119

EMAIL
info@Tansill-law.com

FAX
703.847.1359

PLEASE NOTE: This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.